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VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VALLEY ELECTRICAL CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:VALLEY ELECTRICAL CONTRACTORS, INC.
Employer identification number (EIN):382338712
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about VALLEY ELECTRICAL CONTRACTORS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1988-01-08
Company Identification Number: 10066488
Legal Registered Office Address: 1403 HIGHCREST DRIVE

MEDFORD
United States of America (USA)
97504

More information about VALLEY ELECTRICAL CONTRACTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01MARK TRINKLEIN2022-01-11
0012019-04-01MARK TRINKLEIN2020-12-22
0012018-04-01MICHAEL PARSONS2019-10-15
0012017-04-01MICHAEL PARSONS
0012016-04-01MICHAEL PARSONS
0012015-04-01MICHAEL PARSONS
0012014-04-01MICHAEL PARSONS
0012013-04-01MICHAEL PARSONS
0012012-04-01MICHAEL PARSONS
0012011-04-01MICHAEL PARSONS2012-08-21 MICHAEL PARSONS2012-08-21
0012010-04-01MICHAEL PARSON2012-01-13 MICHAEL PARSON2012-01-13

Plan Statistics for VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01158
Total number of active participants reported on line 7a of the Form 55002022-04-01131
Number of retired or separated participants receiving benefits2022-04-011
Number of other retired or separated participants entitled to future benefits2022-04-0123
Total of all active and inactive participants2022-04-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01155
Number of participants with account balances2022-04-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0110
2021: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01147
Total number of active participants reported on line 7a of the Form 55002021-04-01132
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0123
Total of all active and inactive participants2021-04-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01155
Number of participants with account balances2021-04-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0111
2020: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01158
Total number of active participants reported on line 7a of the Form 55002020-04-01125
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0122
Total of all active and inactive participants2020-04-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01147
Number of participants with account balances2020-04-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01160
Total number of active participants reported on line 7a of the Form 55002019-04-01132
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0122
Total of all active and inactive participants2019-04-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01154
Number of participants with account balances2019-04-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01141
Total number of active participants reported on line 7a of the Form 55002018-04-01147
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0114
Total of all active and inactive participants2018-04-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01161
Number of participants with account balances2018-04-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01135
Total number of active participants reported on line 7a of the Form 55002017-04-01134
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0113
Total of all active and inactive participants2017-04-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01147
Number of participants with account balances2017-04-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01143
Total number of active participants reported on line 7a of the Form 55002016-04-01126
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-019
Total of all active and inactive participants2016-04-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01135
Number of participants with account balances2016-04-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01142
Total number of active participants reported on line 7a of the Form 55002015-04-01124
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0111
Total of all active and inactive participants2015-04-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01135
Number of participants with account balances2015-04-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01169
Total number of active participants reported on line 7a of the Form 55002014-04-010
Number of retired or separated participants receiving benefits2014-04-017
Number of other retired or separated participants entitled to future benefits2014-04-01160
Total of all active and inactive participants2014-04-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01167
Number of participants with account balances2014-04-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01169
Total number of active participants reported on line 7a of the Form 55002013-04-01153
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-017
Total of all active and inactive participants2013-04-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01160
Number of participants with account balances2013-04-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01148
Total number of active participants reported on line 7a of the Form 55002012-04-01170
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-016
Total of all active and inactive participants2012-04-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01176
Number of participants with account balances2012-04-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010

Financial Data on VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$0
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Expenses. Interest paid2023-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-03-31$0
Total income from all sources (including contributions)2023-03-31$457,875
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,175,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,119,351
Expenses. Certain deemed distributions of participant loans2023-03-31$16,027
Value of total corrective distributions2023-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$799,726
Value of total assets at end of year2023-03-31$5,891,453
Value of total assets at beginning of year2023-03-31$6,608,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$39,801
Total income from rents2023-03-31$0
Total interest from all sources2023-03-31$11,259
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$175,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$175,138
Assets. Real estate other than employer real property at end of year2023-03-31$0
Assets. Real estate other than employer real property at beginning of year2023-03-31$0
Administrative expenses professional fees incurred2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$0
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$683,750
Participant contributions at end of year2023-03-31$72,148
Participant contributions at beginning of year2023-03-31$150,792
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$4,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$0
Assets. Loans (other than to participants) at end of year2023-03-31$0
Assets. Loans (other than to participants) at beginning of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$0
Administrative expenses (other) incurred2023-03-31$0
Total non interest bearing cash at end of year2023-03-31$0
Total non interest bearing cash at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Income. Non cash contributions2023-03-31$0
Value of net income/loss2023-03-31$-717,304
Value of net assets at end of year (total assets less liabilities)2023-03-31$5,891,453
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$6,608,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$0
Assets. partnership/joint venture interests at beginning of year2023-03-31$0
Investment advisory and management fees2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$5,404,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$5,880,362
Interest on participant loans2023-03-31$5,369
Income. Interest from loans (other than to participants)2023-03-31$0
Interest earned on other investments2023-03-31$5,890
Income. Interest from US Government securities2023-03-31$0
Income. Interest from corporate debt instruments2023-03-31$0
Value of interest in master investment trust accounts at end of year2023-03-31$0
Value of interest in master investment trust accounts at beginning of year2023-03-31$0
Value of interest in common/collective trusts at end of year2023-03-31$0
Value of interest in common/collective trusts at beginning of year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$415,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$577,603
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$0
Asset value of US Government securities at end of year2023-03-31$0
Asset value of US Government securities at beginning of year2023-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-528,248
Net investment gain/loss from pooled separate accounts2023-03-31$0
Net investment gain or loss from common/collective trusts2023-03-31$0
Net gain/loss from 103.12 investment entities2023-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$0
Assets. Invements in employer securities at beginning of year2023-03-31$0
Assets. Value of employer real property at end of year2023-03-31$0
Assets. Value of employer real property at beginning of year2023-03-31$0
Contributions received in cash from employer2023-03-31$111,549
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Income. Dividends from preferred stock2023-03-31$0
Income. Dividends from common stock2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,119,351
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$0
Contract administrator fees2023-03-31$39,801
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$0
Liabilities. Value of benefit claims payable at end of year2023-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$0
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$0
Aggregate carrying amount (costs) on sale of assets2023-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-03-31$0
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31WEINLANDER FITZHUGH
Accountancy firm EIN2023-03-31382272300
2022 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$0
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$9,208
Expenses. Interest paid2022-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-03-31$0
Total income from all sources (including contributions)2022-03-31$722,798
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$685,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$654,007
Expenses. Certain deemed distributions of participant loans2022-03-31$0
Value of total corrective distributions2022-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$552,626
Value of total assets at end of year2022-03-31$6,608,757
Value of total assets at beginning of year2022-03-31$6,580,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$31,295
Total income from rents2022-03-31$0
Total interest from all sources2022-03-31$8,569
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$249,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$249,211
Assets. Real estate other than employer real property at end of year2022-03-31$0
Assets. Real estate other than employer real property at beginning of year2022-03-31$0
Administrative expenses professional fees incurred2022-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-03-31$0
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$549,840
Participant contributions at end of year2022-03-31$150,792
Participant contributions at beginning of year2022-03-31$179,863
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$0
Assets. Other investments not covered elsewhere at end of year2022-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$0
Assets. Loans (other than to participants) at end of year2022-03-31$0
Assets. Loans (other than to participants) at beginning of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$9,208
Other income not declared elsewhere2022-03-31$0
Administrative expenses (other) incurred2022-03-31$0
Total non interest bearing cash at end of year2022-03-31$0
Total non interest bearing cash at beginning of year2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Income. Non cash contributions2022-03-31$0
Value of net income/loss2022-03-31$37,496
Value of net assets at end of year (total assets less liabilities)2022-03-31$6,608,757
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$6,571,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$0
Assets. partnership/joint venture interests at beginning of year2022-03-31$0
Investment advisory and management fees2022-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$5,880,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$6,181,816
Interest on participant loans2022-03-31$8,569
Income. Interest from loans (other than to participants)2022-03-31$0
Interest earned on other investments2022-03-31$0
Income. Interest from US Government securities2022-03-31$0
Income. Interest from corporate debt instruments2022-03-31$0
Value of interest in master investment trust accounts at end of year2022-03-31$0
Value of interest in master investment trust accounts at beginning of year2022-03-31$0
Value of interest in common/collective trusts at end of year2022-03-31$0
Value of interest in common/collective trusts at beginning of year2022-03-31$207,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$10,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$10,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$577,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$0
Asset value of US Government securities at end of year2022-03-31$0
Asset value of US Government securities at beginning of year2022-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-87,608
Net investment gain/loss from pooled separate accounts2022-03-31$0
Net investment gain or loss from common/collective trusts2022-03-31$0
Net gain/loss from 103.12 investment entities2022-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$0
Assets. Invements in employer securities at beginning of year2022-03-31$0
Assets. Value of employer real property at end of year2022-03-31$0
Assets. Value of employer real property at beginning of year2022-03-31$0
Contributions received in cash from employer2022-03-31$2,786
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$0
Income. Dividends from preferred stock2022-03-31$0
Income. Dividends from common stock2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$654,007
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$0
Contract administrator fees2022-03-31$31,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$0
Liabilities. Value of benefit claims payable at end of year2022-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$0
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$0
Aggregate carrying amount (costs) on sale of assets2022-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-03-31$0
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31YEO & YEO
Accountancy firm EIN2022-03-31382706146
2021 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$9,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$2,634,528
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$1,218,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$1,166,717
Expenses. Certain deemed distributions of participant loans2021-03-31$15,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$543,770
Value of total assets at end of year2021-03-31$6,580,469
Value of total assets at beginning of year2021-03-31$5,154,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$35,629
Total interest from all sources2021-03-31$9,254
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$86,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$86,120
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$510,790
Participant contributions at end of year2021-03-31$179,863
Participant contributions at beginning of year2021-03-31$143,986
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$32,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$9,208
Other income not declared elsewhere2021-03-31$269
Administrative expenses (other) incurred2021-03-31$35,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$1,416,508
Value of net assets at end of year (total assets less liabilities)2021-03-31$6,571,261
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$5,154,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$6,181,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$4,777,334
Interest on participant loans2021-03-31$9,254
Value of interest in common/collective trusts at end of year2021-03-31$207,827
Value of interest in common/collective trusts at beginning of year2021-03-31$233,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$10,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$1,995,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$1,166,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31Yes
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31YEO & YEO
Accountancy firm EIN2021-03-31382706146
2020 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$127,068
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$962,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$917,537
Value of total corrective distributions2020-03-31$9,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$492,304
Value of total assets at end of year2020-03-31$5,154,753
Value of total assets at beginning of year2020-03-31$5,990,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$35,437
Total interest from all sources2020-03-31$8,536
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$111,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$111,058
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$464,160
Participant contributions at end of year2020-03-31$143,986
Participant contributions at beginning of year2020-03-31$170,335
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$28,144
Other income not declared elsewhere2020-03-31$495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-835,343
Value of net assets at end of year (total assets less liabilities)2020-03-31$5,154,753
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$5,990,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$4,777,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$5,659,821
Interest on participant loans2020-03-31$8,536
Value of interest in common/collective trusts at end of year2020-03-31$233,433
Value of interest in common/collective trusts at beginning of year2020-03-31$159,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-489,431
Net investment gain or loss from common/collective trusts2020-03-31$4,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$917,537
Contract administrator fees2020-03-31$35,387
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31ANDREWS HOOPER AND PAVLIK
Accountancy firm EIN2020-03-31383133790
2019 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$794,570
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$507,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$480,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$515,856
Value of total assets at end of year2019-03-31$5,990,096
Value of total assets at beginning of year2019-03-31$5,703,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$27,419
Total interest from all sources2019-03-31$7,208
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$116,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$116,440
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$471,934
Participant contributions at end of year2019-03-31$170,335
Participant contributions at beginning of year2019-03-31$127,780
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$43,922
Other income not declared elsewhere2019-03-31$616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$286,690
Value of net assets at end of year (total assets less liabilities)2019-03-31$5,990,096
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$5,703,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$62
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$5,659,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$5,575,626
Interest on participant loans2019-03-31$7,208
Value of interest in common/collective trusts at end of year2019-03-31$159,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$150,867
Net investment gain or loss from common/collective trusts2019-03-31$3,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$480,461
Contract administrator fees2019-03-31$27,357
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31ANDREWS HOOPER PAULIK PLC
Accountancy firm EIN2019-03-31383133790
2018 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$1,024,155
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$288,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$287,207
Value of total corrective distributions2018-03-31$253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$364,903
Value of total assets at end of year2018-03-31$5,703,406
Value of total assets at beginning of year2018-03-31$4,967,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$1,196
Total interest from all sources2018-03-31$8,339
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$363,012
Participant contributions at end of year2018-03-31$127,780
Participant contributions at beginning of year2018-03-31$157,524
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$1,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$735,499
Value of net assets at end of year (total assets less liabilities)2018-03-31$5,703,406
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$4,967,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$5,575,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$4,810,383
Interest on participant loans2018-03-31$8,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$650,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$287,207
Contract administrator fees2018-03-31$1,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31ANDREWS HOOPER PAULIK PLC
Accountancy firm EIN2018-03-31383133790
2017 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$774,337
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$244,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$228,724
Value of total corrective distributions2017-03-31$14,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$235,605
Value of total assets at end of year2017-03-31$4,967,907
Value of total assets at beginning of year2017-03-31$4,438,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$1,036
Total interest from all sources2017-03-31$8,655
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$235,605
Participant contributions at end of year2017-03-31$157,524
Participant contributions at beginning of year2017-03-31$171,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$529,879
Value of net assets at end of year (total assets less liabilities)2017-03-31$4,967,907
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$4,438,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$4,810,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$4,266,144
Interest on participant loans2017-03-31$8,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$530,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$228,724
Contract administrator fees2017-03-31$1,036
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31ANDREWS HOOPER PAULIK PLC
Accountancy firm EIN2017-03-31383133790
2016 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$29,706
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$179,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$178,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$247,363
Value of total assets at end of year2016-03-31$4,438,028
Value of total assets at beginning of year2016-03-31$4,587,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$944
Total interest from all sources2016-03-31$7,035
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Administrative expenses professional fees incurred2016-03-31$944
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$443,798
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$247,363
Participant contributions at end of year2016-03-31$171,884
Participant contributions at beginning of year2016-03-31$154,941
Other income not declared elsewhere2016-03-31$-224,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-149,479
Value of net assets at end of year (total assets less liabilities)2016-03-31$4,438,028
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$4,587,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$4,266,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$4,432,566
Interest on participant loans2016-03-31$7,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$178,241
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31ANDREWS HOOPER PAULIK PLC
Accountancy firm EIN2016-03-31383133790
2015 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$460,555
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$86,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$86,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$196,363
Value of total assets at end of year2015-03-31$4,587,507
Value of total assets at beginning of year2015-03-31$4,213,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$8
Total interest from all sources2015-03-31$8,437
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$459,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$196,363
Participant contributions at end of year2015-03-31$154,941
Participant contributions at beginning of year2015-03-31$162,534
Other income not declared elsewhere2015-03-31$255,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$373,618
Value of net assets at end of year (total assets less liabilities)2015-03-31$4,587,507
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$4,213,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$4,432,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$4,051,355
Interest on participant loans2015-03-31$8,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$86,929
Contract administrator fees2015-03-31$8
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31JULIE A VARSHOCK
Accountancy firm EIN2015-03-31208899684
2014 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$743,763
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$314,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$310,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$194,544
Value of total assets at end of year2014-03-31$4,213,889
Value of total assets at beginning of year2014-03-31$3,784,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$3,444
Total interest from all sources2014-03-31$6,613
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$421,400
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$194,544
Participant contributions at end of year2014-03-31$162,534
Participant contributions at beginning of year2014-03-31$113,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$429,584
Value of net assets at end of year (total assets less liabilities)2014-03-31$4,213,889
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$3,784,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$4,051,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$3,670,365
Interest on participant loans2014-03-31$6,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$542,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$310,735
Contract administrator fees2014-03-31$3,444
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31JULIE A VARSHOCK
Accountancy firm EIN2014-03-31208899684
2013 : VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$488,634
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$227,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$222,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$185,486
Value of total assets at end of year2013-03-31$3,784,305
Value of total assets at beginning of year2013-03-31$3,523,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$5,139
Total interest from all sources2013-03-31$3,820
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$185,486
Participant contributions at end of year2013-03-31$113,940
Participant contributions at beginning of year2013-03-31$73,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$260,708
Value of net assets at end of year (total assets less liabilities)2013-03-31$3,784,305
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$3,523,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$3,670,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$3,449,668
Interest on participant loans2013-03-31$3,820
Net investment gain/loss from pooled separate accounts2013-03-31$299,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$222,787
Contract administrator fees2013-03-31$5,139
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31JULIE A VARSHOCK
Accountancy firm EIN2013-03-31208899684

Form 5500 Responses for VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

2022: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: VALLEY ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number513973-01
Policy instance 1
Insurance contract or identification number513973-01
Number of Individuals Covered36
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number513973-01
Policy instance 1
Insurance contract or identification number513973-01
Number of Individuals Covered42
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83674
Policy instance 1
Insurance contract or identification number83674
Number of Individuals Covered0
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $17,154
Total amount of fees paid to insurance companyUSD $3,750
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,464
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83674
Policy instance 1
Insurance contract or identification number83674
Number of Individuals Covered58
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $12,797
Total amount of fees paid to insurance companyUSD $7,132
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,581
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83674
Policy instance 1
Insurance contract or identification number83674
Number of Individuals Covered58
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $12,640
Total amount of fees paid to insurance companyUSD $7,039
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,640
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83674
Policy instance 1
Insurance contract or identification number83674
Number of Individuals Covered60
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $10,693
Total amount of fees paid to insurance companyUSD $7,091
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,693
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83674
Policy instance 1
Insurance contract or identification number83674
Number of Individuals Covered62
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $10,794
Total amount of fees paid to insurance companyUSD $6,305
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,631
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE

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